Since its founding, Mergon’s investment approach has been about people in partnership. Beyond providing capital, we’ve come alongside entrepreneurs to support them in building businesses that deliver strong returns and create value for all their stakeholders.
With over four decades of investing, growing and exiting businesses across a range of industries, Mergon’s investment portfolio has been shaped by its enduring entrepreneurial legacy and long-term investor mindset. It currently consists of a focused portfolio of companies following a period of sustained growth in real estate and financial services.
As Mergon continues to mature, we envisage that our investment portfolio will evolve towards a more diversified portfolio, spread across different asset classes, with a continued bias towards supporting entrepreneurial investment strategies.
Mergon stewards its capital in collaboration with Argosy, an Isle of Man based entity and team that shares the Mergon ethos. The combined investment portfolio consists of the following key investments:
